8-phase pipeline transforming a Person into a Consortium Member. Every entity progresses through verification, certification, and value creation.
Weeks 1-2
Identify and verify the individual entering the pipeline. Establish identity, gather personal data, and initiate first contact.
Personal Data
Name, contact, identity verification, KYC data
In-Person Meeting
Face-to-face meeting scheduling and documentation
Video Meeting
Remote video conference scheduling and recording
Phone Call
Voice call logging, transcripts, follow-ups
Beyond the 8-phase pipeline, entities can progress to Strategic Partner and Consortium Member status.
Endeavor Capability
Assessment of partner's endeavor capacity and track record
Trade Allocation
Allocation of trade volume, territory, and resource quotas
Global Initiatives
Multi-partner global initiative coordination and execution